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WealthShield Partners’s Telus TU Stock Holding History

WealthShield Partners’s Portfolio TU Stock Details TU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-542
Closed -$12K – 705
2021
Q2 		$12K Hold
542
– – ﹤0.01% 738
2021
Q1 		$11K Buy
+542
New +$11.3K ﹤0.01% 789

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthShield Partners's TU Position: Q3 2021 in Review

WealthShield Partners sold out of Telus (TU) in Q3 2021, closing a stake of 542 shares — an estimated $12K sold.

WealthShield Partners first reported a position in TU in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 289 funds tracked by Wall St. Rank hold TU as of Q3 2021.

  • WealthShield Partners reported no remaining Telus position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 542 Telus shares in Q3 2021, an estimated $12K.
  • WealthShield Partners first reported a position in Telus in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Telus position peaked at $12K in Q2 2021.
  • 289 funds tracked by Wall St. Rank held Telus as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.